Plan Snapshot
- Plan Sponsor: Propeller, INC.
- Sponsor EIN: 455286846
- Sponsor Address: PO BOX 6860, PORTLAND, OR, 97228
- Plan Type: DC
- Total Participants: 122
- Total Assets: $8.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 122 | $8.3M | $867,909 | $0 |
| 2023 | 174 | $9.4M | $1.3M | $0 |
| 2022 | 141 | $11.0M | $365,000 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| JONES & ROTH PC | Auditor | $13,300 | — | $13,300 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JONES & ROTH PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,300
- Estimated Expense Ratio: 0.160% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $54,585 | — | $14,785 | $13,300 | — |
| 2023 | $46,609 | — | $10,495 | $12,300 | — |
| 2022 | $45,814 | — | — | — | $11,000 |